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Vontobel Swiss Wealth Advisors’s Tapestry TPR Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-17,275
Closed -$224K – 87
2020
Q1 		$224K Buy
17,275
+6,915
+67% +$162K 0.17% 81
2019
Q4 		$279K Hold
10,360
– – 0.18% 83
2019
Q3 		$270K Buy
+10,360
New +$273K 0.17% 90

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's TPR Position: Q2 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Tapestry (TPR) in Q2 2020, closing a stake of 17,275 shares — an estimated $224K sold.

Vontobel Swiss Wealth Advisors first reported a position in TPR in Q3 2019 and held it in 3 quarters. The position peaked at $279K in Q4 2019. 427 funds tracked by Wall St. Rank hold TPR as of Q2 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining Tapestry position as of Q2 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 17,275 Tapestry shares in Q2 2020, an estimated $224K.
  • Vontobel Swiss Wealth Advisors first reported a position in Tapestry in Q3 2019 and held it in 3 quarters.
  • Vontobel Swiss Wealth Advisors's Tapestry position peaked at $279K in Q4 2019.
  • 427 funds tracked by Wall St. Rank held Tapestry as of Q2 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.